Caltrans
Services Contracts Manual-Procurement & Contracts
3/20/00 This manual will be known as the Caltrans
Service Contracts Manual (CSCM) and its purpose
is to provide official procedural instructions for
preparing contracts for services. This Contract
Managers Handbook provides guidance and information
for the Contract Manager in the contracting process.
The handbook will guide the Contract Manager through
the various steps necessary to request a service
contract; the role in monitoring and managing contracts;
and the responsibilities for amending or renewing
a contract as well as properly closing out a contract.

April
2000

PRSM
(Project Resource & Schedule Management) Feasibility
Study Report (FSR) 04/17/00.
This document provides a feasibility analysis for
the procurement and implementation of an enterprise-wide
project management scheduling tool., the proposed
new "Commercial Off the Shelf" Project Scheduling
Tool and Timesheet.
The successful implementation of this tool will
enable Caltrans to make better decisions on a timely
basis, thus ensuring a more efficient use of resources.

May
2000

Governor
Gray Davis submitted a plan to the Legislature for
a $12 Million comprehensive capital project training
plan. This plan will meet the Department's capital
project training needs in all functional areas -
Environmental, Design, Right of Way, Construction,
Engineering Services, Operations and Project Management.

Capital Project Work Breakdown Structure (WBS),
Release 5.0, 05/17/00. The revised version,
5.0, supercedes version 4.0 and is effective on
July 1, 2000.

Contract Managers Handbook-Procurement & Contracts
May 2000.
This Contract Managers Handbook
provides guidance and information for the Contract
Manager in the contracting process. The handbook
will guide the Contract Manager through the various
steps necessary to request a service contract; the
role in monitoring and managing contracts; and the
responsibilities for amending or renewing a contract
as well as properly closing out a contract.

Guide to Caltrans Capital Project Work Breakdown
Structure (WBS) Release 5.0, June 2000. This
Guide provides the updated version (Release 5.0)
of the Caltrans Capital Project standard WBS and
a new set of WBS definitions as well as general
guidelines for project scope planning practices.
This version of the WBS will be effective as of
July 1, 2000.

Release of Project Estimating Tool WEN206/30/00. This tool is designed to aid project
managers and functional managers in the development
of resource and duration estimates for Capital Improvement
Projects.

Instructions for the correlation between Caltrans
Work Breakdown Structure (WBS5.0) Level 5 and Senate
Bill 45 (SB45) 06/14/00. Government Code 14529 (b)
For each project, the program shall specify the
allocation or expenditure amount and the allocation
or expenditure year for each of the following project
components:

Completion of all permits and environmental
studies.

Preparation of plans, specifications, and
estimates.

The acquisition of rights-of-way.

Construction management and engineering, including
surveys and inspection.

Status report of the Caltrans Seismic Safety Retrofit Program. Included in this report
is information on the following programs:

Phase 1 and Phase 2 Seismic Retrofit Programs

Toll Bridge Retrofit Program

Local Agency Bridges Retrofit Program

August
2000

Published
a Background and History of the Capital Projects
Skill Development (CPSD) Plan. August 2000. The
California Department of Transportation ("Caltrans")
has begun a three-year skill development plan for
its Capital Project employees. Approximately 10,900
Caltrans employees work on Capital Projects. The
plan originated from the Department's 1998 Strategic
Plan and it is modeled after Oracle Corporation's
Custom Development Method.

Project Management Directive 001Project
Management Definitions 09/29/00. When Caltrans refers
to the management of Capital Projects, it uses terms
that have standard meanings throughout the Department.

Project Management Directive 002 Project Identifier
09/29/00. Caltrans records project information in
four databases - the programming database, the accounting
database 1 and two project management databases.2
Each database serves a different purpose, and each
has its own unique identifier.

Project Management Directive 003 Project Management
Roles 09/29/00 When Caltrans refers to Capital project
management roles, they have the same meaning throughout
the Department.

Project Management Directive 005 Planning, Producing,
& Charging by Phase 09/29/00 Project Managers and
Functional Managers plan and manage each capital
project by phase and WBS product. It is their responsibility
to determine what work is required to complete each
phase.

Project Management Directive 007R Capital Project
Charter Process and Innovation Checklist 09/30/01
A charter documents the agreement between the Sponsor
and Project Manager over the key elements of a project
and phase. Innovative practices are continually
evolving. Use of the Innovation Checklist is intended
to communicate the latest resources, processes and
tools; to promote the use of these practices, and
to capture and share new inventive practices.

October
2000

Work
Breakdown Structure (WBS) Change Control Process
Improvement 10/30/00 (Contained in the WBS 5.1 10/10/00
pg 22) The Guide to Caltrans Capital Project WBS
5.1 contains the WBS Change Process which the Project
Management Program has established for any future
revisions or modifications of the standard WBS.

November
2000

California
voters passedProposition 35, the "Fair Competition
and Taxpayer Savings Act." This altered the State
constitution "To remove existing restrictions on
contracting for architectural and engineering services
and to allow state, regional and local governments
to use qualified private architectural and engineering
firms to help deliver transportation, schools, water,
seismic retrofit and other infrastructure projects
safely, cost effectively and on time." (see May
1997)

Capital Support Performance Measures 1999-2000,
11/03/00 The purpose of this report is to summarize,
at the Program level, the status of the capital
outlay support performance measures, report data
for these measures for the past few years, where
available, and recommend targets, where possible.

Project Management Improvement Project List. Project
management improvement projects are part of the
ongoing effort to improve the management of Caltrans'
Capital Projects.

Approved Project Charters. Purpose of the project
charter is to clearly state the project/phase objectives
and reach clear agreement with project stakeholders.